The biggest mistake in portfolio allocation is "homogeneous configuration." If you already have Bitcoin and Ethereum, what you need is not to buy a bunch of imitators, but to find assets with absolute differentiation and moat. XAI is such an asset. It is the only game L3 officially supported by Arbitrum, it has the Raijin platform connected to underlying Steam data, and it has a tough team willing to sue the richest person over trademarks. This kind of asset, combining "official endorsement, exclusive data, and hardcore branding," is unmatched in the entire crypto market. That’s why even in a deep bear market, I still consider it a core holding.